HNW Targeting and Retention Strategies Market 2018 By Foremost Players Like US Bank, BNP Paribas, CBA, Bank of China, Wells Fargo, Aldermore, etc
This report provides an in-depth insight of HNW Targeting and Retention Strategies Industry covering all important parameters including development trends, challenges, opportunities, key manufacturers and competitive analysis.
(EMAILWIRE.COM, July 12, 2018 ) "HNW Targeting and Retention Strategies", report analyzes and sizes key segments of the global HNW market, and provides detailed recommendations how to best target and service these individuals. The report also provides a detailed discussion on the effectiveness of different HNW client retention strategies. It is based on our proprietary Global Wealth Managers Survey.
48% of HNW individuals are professionals, making them the largest target market, closely followed by entrepreneurs at 46%. While considerably smaller in size, providers will also find HNW expats an attractive segment thanks to their more complex affairs resulting in a greater need for wealth management services. Despite the above segments’ differing service requirements, we see very little difference when it comes to providers’ targeting strategies. While client referrals are the most successful means of acquisition, wealth managers should adopt a more differentiated approach. Providers targeting professionals will find external referrals an effective channel, while investment banking referrals will prove fruitful in the entrepreneur space.
Key Players:
US Bank
DBS
BNP Paribas
Optymyze
CBA
Deutsche Bank
Morgan Stanley
ICBC
China Construction Bank
Bank of China
Agricultural Bank of China
Wells Fargo
China Merchants Bank
Aldermore
Get Sample Copy of this Report@ http://orbisresearch.com/contacts/request-sample/2137071
Scope:
- 52.3% of global HNW investors reside in North America, but growth is more pronounced in Latin America, where the number of HNW individuals is forecast to grow by 48% between 2017 and 2021.
- Professionals make up 5 million individuals of the global HNW market, 4.8 million being entrepreneurs.
- 28.3% of HNW clients have been acquired through client referrals, making it the most successful channel.
- A longstanding advisor relationship is the most effective means of client retention, followed by portfolio performance and a firm’s brand image.
Specifically the report -
- analyzes the size of the global HNW market and key client groups
- analyzes the proportion of HNW clients sourced via different client acquisition tools
- provides recommendations regarding the effectiveness of various acquisition tools across different target segments
- analyzes how to best service different HNW segments
- analyzes the effectiveness of different client retention strategies in the HNW space.
Inquiry before Buying@ http://orbisresearch.com/contacts/enquiry-before-buying/2137071
Reasons to buy:
- Understand the size and service requirements of key client groups
- Develop and enhance your client targeting strategies using our proprietary data on the effectiveness of various targeting strategies across key target groups
- Minimize customer churn rates by gaining a detailed understanding of the effectiveness of different retention tools
- Tailor your product portfolio to match demand patterns across the different segments discussed
- Understand what selected competitors are doing to successfully reach out to different target groups.
About Us:
Orbis Research (orbisresearch.com) is a single point aid for all your market research requirements. We have vast database of reports from the leading publishers and authors across the globe. We specialize in delivering customized reports as per the requirements of our clients. We have complete information about our publishers and hence are sure about the accuracy of the industries and verticals of their specialization. This helps our clients to map their needs and we produce the perfect required market research study for our clients.
48% of HNW individuals are professionals, making them the largest target market, closely followed by entrepreneurs at 46%. While considerably smaller in size, providers will also find HNW expats an attractive segment thanks to their more complex affairs resulting in a greater need for wealth management services. Despite the above segments’ differing service requirements, we see very little difference when it comes to providers’ targeting strategies. While client referrals are the most successful means of acquisition, wealth managers should adopt a more differentiated approach. Providers targeting professionals will find external referrals an effective channel, while investment banking referrals will prove fruitful in the entrepreneur space.
Key Players:
US Bank
DBS
BNP Paribas
Optymyze
CBA
Deutsche Bank
Morgan Stanley
ICBC
China Construction Bank
Bank of China
Agricultural Bank of China
Wells Fargo
China Merchants Bank
Aldermore
Get Sample Copy of this Report@ http://orbisresearch.com/contacts/request-sample/2137071
Scope:
- 52.3% of global HNW investors reside in North America, but growth is more pronounced in Latin America, where the number of HNW individuals is forecast to grow by 48% between 2017 and 2021.
- Professionals make up 5 million individuals of the global HNW market, 4.8 million being entrepreneurs.
- 28.3% of HNW clients have been acquired through client referrals, making it the most successful channel.
- A longstanding advisor relationship is the most effective means of client retention, followed by portfolio performance and a firm’s brand image.
Specifically the report -
- analyzes the size of the global HNW market and key client groups
- analyzes the proportion of HNW clients sourced via different client acquisition tools
- provides recommendations regarding the effectiveness of various acquisition tools across different target segments
- analyzes how to best service different HNW segments
- analyzes the effectiveness of different client retention strategies in the HNW space.
Inquiry before Buying@ http://orbisresearch.com/contacts/enquiry-before-buying/2137071
Reasons to buy:
- Understand the size and service requirements of key client groups
- Develop and enhance your client targeting strategies using our proprietary data on the effectiveness of various targeting strategies across key target groups
- Minimize customer churn rates by gaining a detailed understanding of the effectiveness of different retention tools
- Tailor your product portfolio to match demand patterns across the different segments discussed
- Understand what selected competitors are doing to successfully reach out to different target groups.
About Us:
Orbis Research (orbisresearch.com) is a single point aid for all your market research requirements. We have vast database of reports from the leading publishers and authors across the globe. We specialize in delivering customized reports as per the requirements of our clients. We have complete information about our publishers and hence are sure about the accuracy of the industries and verticals of their specialization. This helps our clients to map their needs and we produce the perfect required market research study for our clients.
Contact Information:
Orbis Research
Hector Costello
Tel: +1 (214) 884-6817
Email us
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Orbis Research
Hector Costello
Tel: +1 (214) 884-6817
Email us
----
This press release is posted on EmailWire.com -- a global newswire that provides Press Release Distribution Services with Guaranteed Results